Unclaimed
Bradley Dantzler is an investment advisor representative registered with State Farm Investment Management Corp. Bradley is also registered as an insurance agent in Georgia, North Carolina and South Carolina. Bradley has been in the financial services industry since 2017. Bradley earned the Series 7, 63, and 6TO licenses. Bradley is a Chartered Financial Consultant. Prior to joining State Farm Investment Management Corp., Bradley worked at Raymond James & Associates, Inc. and Chris Frank Insurance Agency. Bradley also owns a real estate license for personal use only and a podcast for those who are transitioning from life as a professional athlete.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
SC
03/31/2023 - Present
State Farm Investment Management Corp. (Ravenel SC)
FL
07/20/2017 - 02/20/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 07/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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